See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,575 | $48,364+8.7% | $71,796-26.8% | $62,891-16.4% |
| Participation rate | 73.6% | 60.6%+13.0pp | 69.1%+4.5pp | 69.3%+4.3pp |
| Annual return | 7.10% | 13.16%-6.1pp | 78.04%-70.9pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,163 | $1,042+11.6% | $1,924-39.6% | $2,281-49.0% |
| Participant deferral / active EE | $3,822 | $2,091+82.8% | $2,794+36.8% | $3,203+19.3% |
| Admin fee / account holder | $9,100 | $3,771+141.3% | $4,815+89.0% | $4,296+111.8% |